Updated
Adding Wealthfront exclusive strategies to your Automated Investing Account
There are two ways to add Wealthfront exclusives (US Direct Indexing and Smart Beta) to your Automated Investing Account: using an expert-built portfolio with these strategies included, or adding strategies to an existing automated portfolio.
Use an expert-built portfolio with Wealthfront exclusives
We currently offer the following expert-built portfolios with Wealthfront exclusive strategies:
- Direct Indexing (Includes US Direct Indexing and Smart Beta)
You’ll get a chance to select from our array of expert-built portfolios, including those with Wealthfront exclusives, when you first open an Automated Investing Account. If you’d like to use one of these expert-built portfolios in an existing account, navigate to your Automated Investing Account, select Edit portfolio, select Switch, and choose the portfolio you’d like to replace your current portfolio.
Add Wealthfront exclusives to your automated portfolio
If you wish to add US Direct Indexing to an existing automated account, navigate to your Automated Investing Account, select Edit portfolio, and then select Add investment. From there, you can scroll down to Wealthfront exclusives and add your desired selections.
Are all accounts eligible for Wealthfront exclusives?
No. Since these strategies are primarily beneficial for tax savings, Wealthfront exclusives are only available for taxable Automated Investing Accounts. There are also account minimums for these strategies:
To learn more about adding these offerings to your account, watch this video.
To learn how we'll manage your portfolio if you select one of these strategies prior to reaching the account minimums, please read the links above.
Wealthfront Advisers and its affiliates do not provide legal or tax advice and do not assume any liability for the tax consequences of any client transaction. Clients should consult with their personal tax advisors regarding the tax consequences of investing with Wealthfront Advisers and engaging in these tax strategies, based on their particular circumstances.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation, offer or recommendation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see our Full Disclosure for important details.
Comments are moderated prior to publication